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Wells Fargo
WFC

Overview Fund Activity

2,518 hedge funds and large institutions have $177B invested in Wells Fargo in 2025 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 962 increasing their positions, 993 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,518
Holders Change
-9
Holders Change %
-0.36%
% of All Funds
34.2%
Holding in Top 10
83
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.68%
% of All Funds
1.13%
New
189
Increased
962
Reduced
993
Closed
152
Calls
$3.78B
Puts
$4.03B
Net Calls
-$250M
Net Calls Change
-$899M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$783M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$567M
3
Barclays
Barclays
United Kingdom
+$476M
4
BlackRock
BlackRock
New York
+$409M
5
Morgan Stanley
Morgan Stanley
New York
+$378M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.17B
2
Dodge & Cox
Dodge & Cox
California
-$921M
3
Capital International Investors
Capital International Investors
California
-$392M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$347M
5
Millennium Management
Millennium Management
New York
-$311M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
2401
Barrett & Company
Rhode Island
$34.3K – – –
MLA
2402
MB, Levis & Associates
Pennsylvania
$33.4K +$3.37K +47 +11%
AIC
2403
Archer Investment Corporation
Indiana
$32.4K +$7.18K +100 +28%
TIM
2404
Tortoise Investment Management
New York
$32.3K -$28.7K -400 -47%
PAM
2405
Parvin Asset Management
South Dakota
$32.3K – – –
1M
2406
1248 Management
Missouri
$31.3K +$31.3K +436 New
BAM
2407
Bellevue Asset Management
Washington
$30.9K – – –
SIS
2408
Strategic Investment Solutions
Illinois
$30.6K – – –
RWM
2409
Rialto Wealth Management
New York
$29.5K +$2.51K +35 +9%
M
2410
MOTCO
Texas
$29.3K +$23.4K +326 +398%
ACM
2411
Accent Capital Management
Ohio
$29K +$29K +404 New
KPP
2412
Kings Path Partners
Texas
$28.7K – – –
CAM
2413
Costello Asset Management
Pennsylvania
$28.6K – – –
VWM
2414
Valley Wealth Managers
New Jersey
$27.7K – – –
MWM
2415
Mascoma Wealth Management
New Hampshire
$27.2K – – –
LFASL
2416
Lugano Financial Advisors SA (LFA)
Switzerland
$27.1K -$33.9K -472 -56%
CIAS
2417
CBIZ Investment Advisory Services
Ohio
$27.1K +$23.1K +322 +585%
MIM
2418
Meridiem Investment Management
United Kingdom
$25.1K – – –
EPIM
2419
Evelyn Partners Investment Management
$24.4K +$24.4K +750 New
RTL
2420
Red Tortoise LLC
Georgia
$24.1K – – –
CMA
2421
Cedar Mountain Advisors
Oregon
$23.7K – – –
MSG
2422
Main Street Group
Virginia
$23K – – –
PP
2423
PFS Partners
New Jersey
$22.3K – – –
NOI
2424
Newton One Investments
Delaware
$22K +$72 +1 +0.3%
RWS
2425
Retirement Wealth Solutions
Wisconsin
$21.7K – – –
95 96
97
98 99